Education & Events
Past Events

Past Events

• Luncheon

  NEWCOMER SERIES: Develop and Build Your Personal Brand (MEMBERS ONLY | SOLD OUT)

  October 27, 2022
• Webinar

  'Day in the Life Of' Speaker Series: HR Professional Recruitment Professionals

  October 26, 2022
• Workshop

  Private Equity Bootcamp

  October 20, 2022
• Afternoon Seminar

  Career Growth and Opportunities: ESG and Sustainable Investing

  October 19, 2022
• Webinar

  Big Data in Finance: Analytics & AI

  October 18, 2022
• Webinar

  'Day in the Life of' Speaker Series: Matthew Marine, CFA

  September 29, 2022
• Afternoon Seminar

  Thinking of Launching a Start-Up? Insights from CFA Charterholder Entrepreneurs

  September 28, 2022
• Breakfast Seminar

  In the Spotlight: Shareholder Activism and Engaged Investing

  September 22, 2022
• Special Event

  2022-2023 Volunteer Kickoff & Recognition Event

  September 15, 2022
• Afternoon Session

  Eat Well to Feel Well (Members Only)

  September 14, 2022
• Conference

  2022 Annual Wealth Conference - The Advisor of the Future (SOLD OUT)

  September 13, 2022
• Webinar

  'Day in the Life Of' Speaker Series: Sarah McGowan

  August 17, 2022